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Setting up your Intuit ID

From: Quicken 2014 Essential Training

Video: Setting up your Intuit ID

The very first time you open up Quicken 2014 on your computer, you'll be You'll be able to pay your bills online directly from When you first open up the Quicken 2014 software on You may already have an Intuit ID if you've used Quicken in the On the next screen, add your first and last and click the Next button in the lower right.

Setting up your Intuit ID

The very first time you open up Quicken 2014 on your computer, you'll be prompted to register your Quicken software with Intuit by creating an Intuit ID and password. It's a good idea to create an Intuit ID and register Quicken so that you have access to all of the internet-connected services that Quicken 2014 offers. An Intuit ID will allow you to download transactions from your bank. You'll be able to pay your bills online directly from Quicken, use and sync Quicken on your mobile, tablet or smartphone, receive email and text alerts, and you'll get notified from within the Quicken software when a software update is available.

You'll have access to the Quicken Live and support community, and you'll have access to Quicken Cloud services. Before you set up your Intuit ID, make sure you're connected to the internet on your computer. When you first open up the Quicken 2014 software on your computer, this pop-up window labeled Register Quicken will appear. You may already have an Intuit ID if you've used Quicken in the past or, if you've used some of Intuit's other products including TurboTax and QuickBooks. If you'd like to use your existing ID, click Already Have an Intuit ID and log in with your Intuit ID and password.

We're going to be signing up as Jeanie Radnor today. If you need to create a new Intuit ID, enter your email address and enter a password and confirm it. Answer the security question and click the Next button in the lower right corner. On the next screen, add your first and last name and address, add your phone number if desired. You can always add your mobile number later. It's also necessary that you select where you purchase your copy of Quicken in this drop down menu. Optionally, select any other methods that you've used to manage your personal finances in the past, and click the Next button in the lower right.

Once you've entered all the required information, this pop up window will appear, that reads You're Ready to Use Quicken. Click the green Done button in the bottom right of the screen to be taken to the home screen. You're now signed into your Quicken software with you're Intuit ID. You've registered your software, and you're able to use any of Quicken 2014 connected services. If you do not see the register Quicken pop up when you open Quicken, and you want to create an Intuit ID and register the software, you can access the Intuit ID setting from the Edit menu at the top of your window. Click the Edit menu and select Preferences, select Intuit ID, Mobile and Alerts.

Click the Get started button on the right side of the window under the words Create your Intuit ID to get connected. You can also change your Intuit ID email, password, or security question at any time from this Preferences menu. Creating an Intuit ID and signing into your copy of the Quicken software using this ID will allow you to get the most out of your Quicken software. Once you've signed in, you want have to enter your Intuit ID again the next time you open the software on your computer.

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This video is part of

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Quicken 2014 Essential Training

47 video lessons · 1672 viewers

Sally Norred
Author

 
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  1. 47s
    1. Welcome
      47s
  2. 10m 45s
    1. What is Quicken 2014 Premier?
      2m 45s
    2. Defining common Quicken terminology
      2m 58s
    3. Touring the Quicken interface
      5m 2s
  3. 36m 42s
    1. Setting up your Intuit ID
      2m 54s
    2. Using the Account Bar
      2m 46s
    3. Understanding account types
      3m 59s
    4. Adding your first account
      3m 11s
    5. Updating your accounts
      3m 44s
    6. Setting up your Password Vault
      2m 55s
    7. Adding other spending and savings accounts
      5m 15s
    8. Adding investing and retirement accounts
      4m 45s
    9. Adding property and asset accounts
      2m 44s
    10. Adding loan and debt accounts
      4m 29s
  4. 42m 13s
    1. Understanding spending account registers
      4m 59s
    2. Searching, sorting, and filtering transactions
      2m 31s
    3. Downloading transactions for a specific account
      1m 53s
    4. Entering spending transactions manually
      2m 15s
    5. Understanding transaction categories
      2m 42s
    6. Categorizing transactions
      4m 37s
    7. Customizing the Category List
      3m 54s
    8. Recording split transactions
      3m 31s
    9. Transferring funds between accounts
      1m 21s
    10. Saving time with memorized payees and QuickFill
      4m 30s
    11. Reconciling accounts
      4m 8s
    12. Using the Spending tab
      2m 28s
    13. Creating and understanding spending reports
      3m 24s
  5. 20m 8s
    1. Using the Bills tab
      4m 6s
    2. Setting upcoming bill reminders
      5m 11s
    3. Setting upcoming income reminders
      4m 6s
    4. Projecting future account balances
      2m 54s
    5. Using Quicken Bill Pay
      3m 51s
  6. 24m 39s
    1. Using the Planning tab
      2m 34s
    2. Creating a budget
      5m 48s
    3. Creating a debt-reduction plan
      3m 53s
    4. Using the Lifetime Planner
      3m 32s
    5. Using the Tax Center
      3m 29s
    6. Creating savings goals
      5m 23s
  7. 18m 11s
    1. Using the Investing tab
      4m 22s
    2. Viewing your portfolio
      4m 45s
    3. Tracking your portfolio performance
      3m 10s
    4. Monitoring asset allocation
      3m 46s
    5. Creating and understanding investment reports
      2m 8s
  8. 10m 58s
    1. What is the Quicken mobile app?
      2m 51s
    2. Installing the Quicken mobile app
      3m 59s
    3. Quicken mobile app overview
      4m 8s
  9. 33s
    1. Next steps
      33s

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